Pineridge Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Sell |
140
-322
| -70% | -$28.5K | ﹤0.01% | 201 |
|
|
2025
Q1 | $42K | Buy |
462
+44
| +11% | +$4K | 0.02% | 116 |
|
|
2024
Q4 | $36.5K | Sell |
418
-1,244
| -75% | -$109K | 0.01% | 162 |
|
|
2024
Q3 | $163K | Buy |
1,662
+283
| +21% | +$27.8K | 0.06% | 69 |
|
|
2024
Q2 | $127K | Sell |
1,379
-3,798
| -73% | -$349K | 0.04% | 84 |
|
|
2024
Q1 | $490K | Sell |
5,177
-139,990
| -96% | -$13.2M | 0.17% | 34 |
|
|
2023
Q4 | $14.4M | Buy |
+145,167
| New | +$14.4M | 4.76% | 6 |
|